ITA Wealth Management

A financial ETF limit order was struck when the market dipped down below 200 points on the DOW the other day. That financial was purchased for one of the two Mosaic portfolios. I don’t have all the data available, but I will update everything when the July broker statement arrives. I am “on the road” and do not have all data at my fingertips.

I only mention this in passing as it may be getting close to taking a good look at the financial sector. Generally, I am not a buyer of any specific sector, but rather stick to specific asset classes. This is one of those times when I will make an exception. The financial sector will fit into the Large-Cap Value asset class if you want to know where to slot it in the portfolio.

Lowell Herr

Photograph: The Little Grill, a Co-op restaurant in Harrisonburg, VA. Photograph taken this morning.

Here is the link to an interview with Richard Ferri. Click on one of the player options to listen to the interview. I think investors interested in ETFs will find Ferri’s comments of use.

Lowell Herr